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Should you have multiple pipelines for different business divisions or regions? Keep reading for a candid look into why the answer is definitely not.

Why are companies switching away from Salesforce? Are there better CRMs on the market that better balance price and features? Keep reading for our take on why Salesforce isn't "the best" option for most businesses.

What is a CRM? Video posted on Jan 11, 2023 -

If you relate emails and activities automatically, you can't have automatic tracking of communication along with automatic filtering out of communication. Maybe eventually this type of thing will be possible with AI improvements.

There are dozens of hours that can be saved by integrating software.

Everything you need to know about the main differences between HubSpot and Copper CRM.

Where do we begin? Google Sheets is a spreadsheet tool, as an alternative to Excel, it works great! We've used it in our own business for any areas that we'd have otherwise used Excel. But for anything that an unstructured spreadsheet isn't good for, we pretty quickly moved everything over to Airtable (but more on that later).

We're seeing a rise in companies using Notion as their CRM. While Notion can do a lot of things, using it as a company CRM is not ideal. Here's why.

You're looking for a recommendation on what CRM your company should use and are overwhelmed. Here's a simple guide.

The CRM for small + medium teams (200 or less) that use Google Workspace. For solopreneurs + very small teams (3 or less) looking for a CRM that feels more like a spreadsheet.

While we personally prefer SMB software because it's typically more enjoyable to use (with a better UI/UX—a story for another day), this article will cover the two popular options for mid-market businesses (HubSpot and Salesforce). It's important to mention that in this case, I'm referring to mid-market as anywhere between 20-200 seats (actual people regularly logging into and using the CRM—e.g. there are many companies that may have a team of 500, but maybe only 50 of which need to regularly use the CRM).

There are two core types of email outreach that businesses use - Transactional Email: one-to-one (e.g. Efficient Email Automation/Gmail) and Bulk Email: one-to-many (e.g. MailChimp/ConvertKit/Outfunnel)

Salesforce vs Copper Video posted on Oct 06, 2022 -

While there are some perks to using Google Calendar's Appointment Scheduler (it's free), there are limitations that leave us recommending to use a tool that was built solely for the job of calendar bookings. Here's how the Google Calendar Appointment Slot Scheduling tool compares to Calendly and Motion.

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan. We talk about all things pricing, strategy, automation, and how to set up your CRM for success.

Simply put, a CRM (Customer Relationship Management) system is a technology for tracking and managing all your company’s relationships with customers and potential customers.

Top 10 CRM Software & Tools in 2024 - Best CRM software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CRM software alternative is best for your team in 2023?

Google Calendar Review 2024 (Calendar): Is Google Calendar worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Copper Review 2024 (CRM): Is Copper worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Webflow + Whalesync Integration—Automatically sync your Webflow CMS collections with Airtable and Notion & Add new blog posts or collection items to your website without even opening up Webflow

Salesforce + Luma Integration—Attendees registration details sent straight to Salesforce & Save time, stay organized, and have your sales team automatically follow-up post event

We love Airtable, but when talking to companies that are thinking of using it as their core CRM, we advise against it. Here's a candid answer to the FAQ, should I use Airtable as my CRM?

HubSpot + Luma Integration—Attendees registration details sent straight to HubSpot & Save time, stay organized, and have your sales team automatically follow-up post event

Copper + Luma Integration—Attendees registration details sent straight to Copper & Save time, stay organized, and have your sales team automatically follow-up post event

Pipedrive + Luma Integration—Attendees registration details sent straight to Pipedrive & Save time, stay organized, and have your sales team automatically follow-up post event

Airtable + Luma Integration—Attendees registration details and event details sent straight to Airtable & Save time, stay organized, and have your team automatically follow-up post event

Asana is a project management tool, we've used it in our business for about 7 years now. It's served us well for a long period of time, but one thing we would never try to do, and advise against is trying to use it as a CRM. A project management tool should be left for exactly that - managing projects, not sales outreach or anything to do with relationships.

The secret sauce to setting up your Leads, People, Companies and Opportunities in your Copper CRM.

The CRM for small + medium teams (200 or less) that use Google Workspace. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

Top 1 URL Shortener Software & Tools in 2024 - Best URL Shortener software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which URL Shortener software alternative is best for your team in 2023?

Microsoft 365 + Superhuman Integration—A super fast, keyboard shortcut-friendly user-interface atop Outlook & Get through your emails in 1/2 the time with 2x the enjoyment

Pipedrive + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your team’s external communication

Google Calendar + Motion Integration—View your tasks from Motion right in your Google Calendar & Automatically time block the tasks you need to get done right onto your Google Calendar

Gmail + Superhuman Integration—A super fast, keyboard shortcut-friendly user-interface atop Gmail & Get through your emails in 1/2 the time with 2x the enjoyment

Chromium + Dashlane Integration—Integrates deeply with all chromium-based browsers like Arc, Chrome, Brave, and Edge & Seamlessly generate and autofill passwords without ever leaving your browser

Slack + Dispatch Integration—A productivity layer atop Slack, continue using it as you are before, with easy archiving and snoozing & Less distractions and get through your Slack inbox 2x as fast

Missive Review 2024 (Email): Is Missive worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Calendly + HubSpot Integration—Sync booked appointments and question data automatically to HubSpot & Automatically have all scheduling context and form submission information right within HubSpot

Copper + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

Chromium + Surfe Integration—Integrates deeply with all chromium-based browsers like Arc, Chrome, Brave, and Edge & An upgraded LinkedIn experience with your CRM at the front-and-center from any chromium-based browser

Help Scout + Asana Integration—Automatically keep track of your support tickets in your project manager & Save time, easily turn your support tickets into larger projects and spend less time manually adding tasks to Asana

Stripe + Harvest Integration—Collect ACH and Credit Card payments seamlessly without leaving Harvest & Customers can conveniently pay invoices via credit card and ACH all from one place

Chromium + Google Chrome Integration—The foundation of Google Chrome, same as Arc, Brave, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Arc, Brave, and Edge

Google Calendar + Sunsama Integration—Schedule tasks directly onto your Google Calendar & Upgrade your Google Calendar with tasks from other project managers with Sunsama

HubSpot + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

Remove the guessing game when it comes to setting up your CRM. Spend just a few hours-per-week to set up Copper right.

Dialpad Meetings + Fireflies Integration—Record meetings and automatically add AI meeting notes to your CRM & Never manually add your meeting notes to your CRM again

Asana + Sunsama Integration—Turn your Asana tasks into a daily planner by adding them to your calendar with Sunsama & Evolve Asana into a better daily planner and get more done

Calendly + Salesforce Integration—Sync booked appointments and question data automatically to Salesforce & Automatically have all scheduling context and form submission information right within Salesforce

Calendly + Copper Integration—Sync booked appointments and question data automatically to Copper & Automatically have all scheduling context and form submission information right within Copper

The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for small + medium teams (200 or less) that are using Microsoft 365.

Asana + Zapier Integration—Automate the creation of tasks in Asana from a myriad of software tools with Zapier & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

QuickBooks Online + Gusto Integration—It's as if QuickBooks Online had an actually modern Payroll and HR component & All of your payroll payments and fees automatically synced to QuickBooks Online

Chromium + Brave Integration—The same foundation as Google Chrome, Arc, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Google Chrome, Arc, and Edge

Chromium + Arc Browser Integration—The same foundation as Google Chrome, Brave, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Chrome, Brave, and Edge

Google Meet + TL;DV Integration—Automatically record Google Meet calls, and highlight just the important timestamps & Take important call notes without ever leaving Google Meet, and have them automatically send to everyone on the call

Gmail + Mailman Integration—Mailman monitors all incoming mail, delivering new mail on the schedule you want it & Only allow the people you want in your inbox and take your inbox to zero

QuickBooks Online + Ramp Integration—Automatically sync all of your expenses from Ramp into QuickBooks Online & Never worry again about classifying expenses and getting them into your accounting software from Ramp

Arc Browser + Raycast Integration—Quickly access your history, tabs, and spaces from anywhere on MacOS & Easily jump back into Arc when navigating within other apps on the computer